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This newsletter focuses on general tax compliance considerations and provides a framework for paying individuals, and then dives deeper into several unique higher education activities that we manage.

Updated OSA sweep deadline for FY24.

Release of CardinalPay back-end accounting automation.

Clarified types of checks accepted for mobile app and branch deposit

Added information on property tax exemption and tax-exempt bond financing.

Updated requirement for mailing address when requesting new check endorsement stamp.

Updated types of checks accepted and clarified reasons for returned checks

This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.

Updated OSA sweep deadline for transactions posted through 8/31/23.

Wells Fargo branch depositors should use the Unidentified Receipts and Branch Deposits website to book deposits to a PTA.